SWC
Spectrum Wealth Counsel’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $8.74M | Sell |
87,357
-44,513
| -34% | -$4.45M | 1.05% | 32 |
|
|
2024
Q4 | $12.8M | Sell |
131,870
-23,221
| -15% | -$2.25M | 1.5% | 15 |
|
|
2024
Q3 | $16.7M | Buy |
155,091
+235
| +0.2% | +$25.3K | 1.97% | 11 |
|
|
2024
Q2 | $15.8M | Buy |
154,856
+51,803
| +50% | +$5.3M | 2% | 11 |
|
|
2024
Q1 | $10.7M | Buy |
103,053
+589
| +0.6% | +$61.1K | 1.31% | 18 |
|
|
2023
Q4 | $9.92M | Buy |
+102,464
| New | +$9.92M | 1.37% | 16 |
|